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Manufacturing Company Creates Sales Alignment With a HubSpot CRM Migration & Sales Onboarding


Highlights

  • Pipedrive migration to HubSpot
  • HubSpot product library API
  • HubSpot CRM training for participants in Singapore, Shanghai, Japan, the Americas, UK and Germany

The Problem

Our client, a leading semiconductor distributor and manufacturer, works with other original semiconductor manufacturers by supplying new technology when they’re nearing or at the end of their products’ life cycle (EOL). Additionally, they provide active products for the industrial, transportation, military, medical, energy, civil aviation, automotive, and telecommunication markets. They are one of the world’s largest continuous source of EOL semiconductors, making their reach global.

Previous to working with us, they used Pipedrive CRM to manage and track their sales efforts. With business units across multiple countries, they felt limited by Pipedrive’s functionality. It didn’t allow them to properly align their sales processes with the technology, which caused frustration and reduced sales productivity. 

The Solution

This electronics company and our team arrived at two answers to their problem: Switching from Pipedrive to HubSpot Sales Hub and integrating their internal product library through a HubSpot API.  

An overview of what was done:

  • We migrated their data from Pipedrive to HubSpot – ensuring a secure and accurate transfer. We synced: Pipedrive People to HubSpot Contacts, Pipedrive Deals to HubSpot Deals, Pipedrive Organizations to HubSpot Companies, and Pipedrive Activities to HubSpot Notes.
  • Our integration team used a HubSpot API to integrate their Product Library to their new CRM.
  • Our onboarding team provided HubSpot training to over 120 employees on HubSpot’s CRM terminology and functions they needed to perform their jobs, specifically: capturing leads, organizing contacts, working deals.

Once the desired functionality was created, our teams worked together to align their existing sales processes with deal stages and pipelines in HubSpot so that they could track the lifecycle of their sales. We also helped build a reporting structure within HubSpot so they could monitor and improve their sales practices and provide details to their corporate teams on progress. 

Need help with a HubSpot integration or onboarding project? Reach out today to speak with an expert.

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